Skip to main content

S&P Global Inc.

SPGI
Exchange
NYSE
Industry
Services-Consumer Credit Reporting, Collection Agencies
SEC CIK
0000064040

No open-market purchases or sales by S&P Global Inc. insiders were filed in the last 90 days; 2,076 institutions reported holding it in 13F filings for Q2 2026, worth $105.7B in total; 9 superinvestors hold it, including TCI Fund Management and Pershing Square.

13F holders, Q1 2021

Institutional positions in S&P Global Inc. as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
1,300
No complete 13F data for Q4 2020
Shares held
215.9M
No complete 13F data for Q4 2020
Total value
$76.2B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting SPGI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 1,300 institutions
Q1 2021: 1,300 institutionsQ2 2021: 1,358 institutionsQ3 2021: 1,417 institutionsQ4 2021: 1,541 institutionsQ1 2022: 1,650 institutionsQ2 2022: 1,559 institutionsQ3 2022: 1,501 institutionsQ4 2022: 1,571 institutionsQ1 2023: 1,598 institutionsQ2 2023: 1,622 institutionsQ3 2023: 1,625 institutionsQ4 2023: 1,774 institutionsQ1 2024: 1,836 institutionsQ2 2024: 1,843 institutionsQ3 2024: 1,937 institutionsQ4 2024: 2,046 institutionsQ1 2025: 2,082 institutionsQ2 2025: 2,068 institutionsQ3 2025: 2,059 institutionsQ4 2025: 2,204 institutionsQ1 2026: 2,127 institutionsQ2 2026: 2,076 institutions
Value heldQ1 2021: $76.2B
Q1 2021: $76.2BQ2 2021: $92.0BQ3 2021: $95.7BQ4 2021: $107.5BQ1 2022: $127.4BQ2 2022: $99.6BQ3 2022: $87.7BQ4 2022: $93.8BQ1 2023: $95.3BQ2 2023: $111.1BQ3 2023: $100.4BQ4 2023: $121.3BQ1 2024: $115.2BQ2 2024: $121.4BQ3 2024: $140.2BQ4 2024: $134.2BQ1 2025: $135.4BQ2 2025: $140.5BQ3 2025: $126.8BQ4 2025: $137.4BQ1 2026: $108.7BQ2 2026: $105.7B
Institutions holding SPGI and their total value by quarter
QuarterHoldersValue
Q2 20262,076$105.7B
Q1 20262,127$108.7B
Q4 20252,204$137.4B
Q3 20252,059$126.8B
Q2 20252,068$140.5B
Q1 20252,082$135.4B
Q4 20242,046$134.2B
Q3 20241,937$140.2B
Q2 20241,843$121.4B
Q1 20241,836$115.2B
Q4 20231,774$121.3B
Q3 20231,625$100.4B
Q2 20231,622$111.1B
Q1 20231,598$95.3B
Q4 20221,571$93.8B
Q3 20221,501$87.7B
Q2 20221,559$99.6B
Q1 20221,650$127.4B
Q4 20211,541$107.5B
Q3 20211,417$95.7B
Q2 20211,358$92.0B
Q1 20211,300$76.2B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding S&P Global Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding SPGI in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Flputnam Investment Management Co671$237.0K0.01%––
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management669$236.0K0.02%––
AMJ Financial Wealth Management668$236.0K0.11%––
Shufro Rose & Co LLC667$235.0K0.02%––
AMG National Trust Bank666$235.0K0.01%––
Banco BTG Pactual S.A.667$235.0K0.10%––
Strategy Asset Managers LLC654$231.0K0.05%––
Tiedemann Advisors, LLC653$231.0K0.01%––
Legacy Wealth Management, LLC652$230.1K0.14%––
CWA Asset Management Group, LLC649$229.0K0.02%––
Pasadena Private Wealth, LLC649$229.0K0.08%––
Wealth Alliance650$229.0K0.06%––
Parsec Financial Management, Inc.642$227.0K0.01%––
Integrated Wealth Concepts LLC643$227.0K0.01%––
Regent Peak Wealth Advisors LLC639$225.0K0.07%––
Sand Hill Global Advisors, LLC636$224.0K0.01%––
Jaffetilchin Investment Partners, LLC635$224.0K0.03%––
Northstar Asset Management LLC633$223.0K0.06%––
Usca Ria LLC631$223.0K0.01%––
Collective Family Office LLC633$223.0K0.11%––
Trust Co of Toledo NA618$218.0K0.04%––
Water Island Capital LLC617$218.0K0.01%––
Dowling & Yahnke LLC615$217.0K0.01%––
Financial Advisory Service, Inc.615$217.0K0.02%––
Mitchell Sinkler & Starr612$216.0K0.21%––
Bragg Financial Advisors, Inc608$215.0K0.01%––
Gerber Kawasaki Wealth & Investment Management610$215.0K0.03%––
Penserra Capital Management LLC609$214.0K0.00%––
BOK Financial Private Wealth, Inc.602$213.0K0.02%––
TCG Advisory Services, LLC600$212.0K0.06%––
Traphagen Investment Advisors LLC600$211.7K0.04%––
Dixon Hubard Feinour & Brown Inc599$211.0K0.05%––
Courage Miller Partners, LLC595$210.0K0.09%––
One Wealth Advisors, LLC593$209.0K0.08%––
PFG Advisors591$208.0K0.03%––
BSW Wealth Partners585$207.0K0.06%––
We Are One Seven, LLC579$204.0K0.04%––
VeraBank, N.A.578$204.0K0.13%––
McDonald Partners LLC575$203.0K0.05%––
GWM Advisors LLC576$203.0K0.01%––
Corundum Group, Inc.571$201.0K0.16%––
55I, LLC570$201.0K0.01%––
CNB Bank568$201.0K0.14%––
Sound View Wealth Advisors Group, LLC571$201.0K0.05%––
Jump Financial, LLC569$201.0K0.02%––
Kavar Capital Partners Group, LLC570$201.0K0.05%––
Berman Capital Advisors, LLC551$194.0K0.04%––
Lindbrook Capital, LLC475$168.0K0.04%––
Carroll Financial Associates, Inc.476$167.0K0.01%––
Hendershot Investments Inc.470$166.0K0.04%––
Blue Chip Partners, Inc.470$166.0K0.03%––
Laffer Tengler Investments462$163.0K0.06%––
Grandview Asset Management LLC458$162.0K0.09%––
Prestige Wealth Management Group LLC421$148.0K0.04%––
Valley Brook Capital Group400$141.0K0.13%––
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna394$139.0K0.04%––
Nelson, Van Denburg & Campbell Wealth Management Group, LLC392$138.0K0.01%––
Systematic Alpha Investments, LLC388$137.0K0.01%––
Barrett Asset Management, LLC375$132.0K0.01%––
Jones Financial Companies LLLP358$126.0K0.00%––
Private Capital Group, LLC353$125.0K0.03%––
Country Trust Bank318$112.0K0.00%––
Plante Moran Financial Advisors, LLC314$111.0K0.03%––
Raffa Wealth Management, LLC307$108.3K0.04%––
State of Wyoming297$105.0K0.17%––
Human Investing LLC292$103.0K0.03%––
City Holding Co282$99.0K0.02%––
TCI Wealth Advisors, Inc.272$96.0K0.04%––
Versant Capital Management, Inc269$95.0K0.03%––
GVO Asset Management Ltd260$92.0K0.09%––
Lloyd Advisory Services, LLC.253$89.0K0.05%––
Webster Bank, N. A.250$88.0K0.01%––
Key Financial Inc239$84.0K0.06%––
Leelyn Smith, LLC237$83.0K0.02%––
West Paces Advisors Inc.234$82.6K0.03%––
Tortoise Investment Management, LLC233$82.0K0.02%––
Newfound Research LLC228$80.0K0.19%––
Concord Wealth Partners226$80.0K0.03%––
CVA Family Office, LLC215$76.0K0.03%––
HHM Wealth Advisors, LLC207$73.0K0.02%––
West Financial Advisors, LLC200$71.0K0.02%––
Caldwell Trust Co200$70.6K0.01%––
M&R Capital Management Inc200$70.0K0.02%––
Enterprise Financial Services Corp191$67.0K0.01%––
Liberty Wealth Management LLC207$66.0K0.03%––
Zions Bancorporation, N.A.185$65.0K0.01%––
C M Bidwell & Associates Ltd175$62.0K0.05%––
Valeo Financial Advisors, LLC167$59.0K0.00%––
Carmichael Hill & Associates, Inc.167$59.0K0.04%––
Reilly Financial Advisors, LLC163$58.0K0.01%––
Eudaimonia Partners, LLC161$57.0K0.01%––
Freedman Financial Associates, Inc.163$57.0K0.05%––
Kistler-Tiffany Companies, LLC160$56.0K0.01%––
International Assets Investment Management, LLC163$56.0K0.01%––
Harvest Fund Management Co., Ltd158$55.0K0.01%––
Glassman Wealth Services152$54.0K0.01%––
Pinnacle Bancorp, Inc.154$54.0K0.03%––
Walled Lake Planning & Wealth Management, LLC149$53.0K0.04%––
Rockbridge Investment Management, LCC150$53.0K0.01%––
Sun Life Financial INC143$50.0K0.00%––